Investment Service Offering

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Recognizing that RIA firms have different levels of sophistication, expertise, and capabilities, Varium offers different service levels that advisors may engage with Varium.  Where a complete solution is neither required nor desired in all cases, in addition to our full-service OCIO offering, we provide our services a la carte so advisors can align with us according to their individual needs and requirements as follows:​

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Investment Management Consulting

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Designed for Pension Plans, 401K Providers, Family offices, and Independent Advisors with robust internal investment capabilities.  Complete independent analysis of existing investment offerings, costs, investment managers, implementation, and processes. 

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a. Advisor Implemented

b. Fixed or Basis Points Fee

c. Fixed Time Frame

d. Fee for Service, Equity Ownership not Available

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Assets Under Advisement Services - Model Delivery

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Varium Investment Partners will provide continually updated Asset Allocation Models (5 Tactical, 3 Strategic), recommended third-party managers, and ETFs. ​

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a. Advisor Implemented

b. Fixed or Basis Points Fee

c. Fixed Time Frame

d. Fee for Service, Equity Ownership not Available

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Investment Implementation Services - Trading, Rebalancing, Reporting

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Recognizing that advisors have spent years developing relationships with third-party investment solution providers, they may not want to replace those relationships. Using our state-of-the-art, institutional-level systems, we will efficiently implement the advisor’s asset allocation models and investment strategies utilizing the third-party managers recommended by the advisor.  Rebalancing can be rules-based or advisor-directed. 

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​a. Varium Implemented as Sub-Advisor

b. Fixed or Basis Points Fee

c. Fixed Time Frame

​d. Fee for Service, Equity Ownership not Available

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Full "In-sourced" Chief Investment Officer Services

 

Combining the “Assets Under Advisement” and “Implementation” services to become a full-service investment solution for your firm.  We will provide sub-advisory services through your custodian to deliver asset allocation strategies, manager due diligence, portfolio implementation, rebalancing, and reporting - a complete investment management solution in close collaboration with the advisor.

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a. Significant Integration (Operational) – Varium Implemented as Sub-Advisor

b. Basis Points Fee (Advisory Client Paid)

c. Ongoing Management

D. Opportunity for Equity Ownership in Varium

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